Choosing an investment advisor need not be a difficult undertaking. While it may seem challenging due to the vast array of firms and individuals offering various services and financial products, we believe we can simplify the process. This section is intended to give you a clear understanding of all the options available so that you can make an informed choice.

The Investment Counsel Association of Canada represents firms, registered as investment counsel/portfolio manager, that are only in the business of discretionary investment management for clients. Few organizations are permitted to provide discretionary management where the portfolio managers make their own decisions in making and changing investments for clients. To be able to do so, investment counsel and portfolio managers meet the highest conditions of registration with the securities commissions.

Financial Services Providers and Their Products
Using the links above, you will find information that highlights the differences between the products and services offered by others and compare them with those of investment counsel. Later, you will find a checklist that we encourage you to use, not only for selecting an investment counsel or portfolio manager, but, if appropriate, for understanding the important details of others offering investment services. We think it will give you greater insight into the style, qualifications and compensation of advisers.